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Craig Strain, CFP CLU CHS

Craig Strain, CFP CLU CHS

Partner, CFP CLU CHS

Followers of Craig Strain, CFP CLU CHS304 followers
location of Craig Strain, CFP CLU CHSSt Albert, Alberta, Canada

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  • Timeline

  • About me

    Partner, Red Willow Wealth Management - Portfolio Strategies Corp.

  • Education

    • University of Calgary

      2004 - 2006
      Bachelor of Education - BEd

    • University of Calgary

      2000 - 2004
      Bachelor of Kinesiology Kinesiology and Exercise Science

  • Experience

    • Red Willow Wealth Management - Portfolio Strategies Corp.

      Oct 2017 - now
      Partner, CFP CLU CHS

      Mutual funds and EFTs offered through Portfolio Strategies Corporation.Non-Securities products and services offered through Red Willow Wealth Management

  • Licenses & Certifications

    • Certified Health Insurance Specialist (CHS)

      The Institute for Advanced Financial Education
      Aug 2018

    • Chartered Life Underwriter

      The Institute for Advanced Financial Education
      Oct 2017

    • Certified Financial Planner (CFP)

      FP Canada
      Jan 2017

    • Canadian Securities Course

      Canadian Securities Institute
      Jan 2008

  • Honors & Awards

    • Awarded to Craig Strain, CFP CLU CHS
      Leslie W Dunstall Memorial Award The Institute for Advanced Financial Education 2017 The Dunstall Award is awarded to candidates in each province who achieve the highest examination marks for all CLU course subjects.

  • Volunteer Experience

    • Past President

      Issued by Canadian Progress Club St. Albert on Jan 2008
      Canadian Progress Club St. AlbertAssociated with Craig Strain, CFP CLU CHS